Set-&-Forget Investing in ETFs & Options – for Lasting Growth & Income …

How to create Dependable Passive Returns & Recurring Income


2023 yielded strong investment returns – both for myself and past attendees of my Investment Academy.

We’ve made 8-22% in Core ETFs, even higher double-digits in specific sectors / stocks, and between 12-60% in Options.

But 2023 is no one-off.  Over the long run, incredible returns have always been there.

Not just for the pros.  Consistent returns are there for anyone who knows how …

One thing the Pros do that others don’t (but easily could)

Gone are the days of an ‘information advantage’ or investment secrets.

The real reason Pros can sustain long-term returns is by having the right set-up.  That’s it.  No mysteries.

Luckily anyone can replicate such a set-up, with ease.

Think about building a house …

When building a new house you wouldn’t start with buying the finishings, right?   A solid house starts with the right foundations and structure.

Similarly, we shouldn’t build a portfolio with a mish-mash of unrelated shares (or coins) discovered in random articles.

Instead, we first set-up our core portfolio foundations and structure. That creates a balanced portfolio providing diversification, consistency, low taxes and fees.

Adding a passive income stream (Options, Dividends, REITs) not only provides immediate cashflow, but also stability – like a steady ship in stormy waters.

The core portfolio structure is permanent (set-and-forget) and those shares / coins (the finishing) can later be added, and replaced, as required.

Learn more on our Investment Academy: Step-by-Step

  • Tools to define your Risk Profile to help you design the investment strategy that’s right for you and your family
  • A practical exercise to understand how diversified you are – or not – and targeting a more balanced portfolio
  • Learning how to select the right low-cost platforms
    Creating a tax-free wrapper
  • Evaluating your existing pensions or managed funds to see if they’re performing as they should be
    Knowing exactly the fees you’re paying your pension scheme, IFA or managed fund provider
  • Learning how to identify appropriate set-and-forget ETFs & funds to match your personal risk profile
    A 101 on Satellite investments (REITs, Gold, Commodities, Oil)
  • Creating a passive income stream (Options, Dividends, REITs) – for a steady ship during stormy waters.


Always Remember:

  • Time in the Markets always beats timing the markets
  • Stay Diversified 
  • Minimise those leakages:  Fees, Inflation, and Taxes
  • Financial Markets are a great source of recurring income  
  • ETFs, Balanced Funds and Options achieve all the above
  • Being educated helps you outperform 99% of the population

… to ensure your investments work for YOUR financial freedom (not someone else’s)     


Thousands of people have learnt how to diversify and pound-cost-average into low-cost, set-and-forget ETFs & Funds for inflation-beating growth.  And Options to create recurring income.

Click here to learn about our Investment Academy


Finally …

– Don’t take the above as advice as it may not apply to you personally

– Your Capital is at Risk

– You may not be covered by the FSCS

– Anything mentioned in a podcast or in a previous article was valid at that time and may not continue to be now


Stockmarket Investment Academy … Step-by-Step Training to Diversify your Wealth and Create Passive Compounding in the Markets (click image below for details …)

About Me

Manish Kataria is a Fund Manager. A CFA-qualified professional with 18 years’ experience in investment management and UK property. He has managed investment portfolios for JPMorgan and other blue chip investment houses. Asset classes managed include Equities, ETFs, Bonds, Funds and Options. Within property, he invests in and owns a range of assets including developments, HMOs, BTLs and serviced accommodation. InvestLikeAPro was set up so anyone can invest like a pro.

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